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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,042 | $121,701-31.8% | $104,639-20.6% | $158,982-47.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.88% | 465.72%-451.8pp | 340.67%-326.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $3,287 | $3,165+3.8% | $2,682+22.6% | $4,763-31.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,555 | $7,778-54.3% | $6,465-45.0% | $11,252-68.4% |